Signals

MPC

100 in-universe funds with a nonzero position in MPC within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7656
Score / z0.000 / -0.03
Consensus32.15 over 62 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-04 8-K 2.02, 9.01
2026-06-29 8-K 8.01
2026-05-05 8-K 2.02, 9.01
2026-05-01 8-K 5.07
2026-04-13 8-K 1.01, 1.02, 2.02, 2.03, 9.01
2026-02-03 8-K 2.02, 9.01
2025-12-18 8-K 5.02, 8.01, 9.01
2025-11-04 8-K 5.02, 8.01, 9.01
2025-11-04 8-K 2.02, 9.01
2025-08-05 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-07 424B5 Marathon Petroleum Corp
2025-02-06 424B5 Marathon Petroleum Corp
2020-04-24 424B5 Marathon Petroleum Corp
2020-04-23 424B5 Marathon Petroleum Corp

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 954.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 879.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 352.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 281.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 140.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 99.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 97.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 87.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 55.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 15.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 11.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Summit Street Capital Management, LLC CIK 0001595533 0.343 31 7.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 7.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherokee Insurance Co CIK 0002077903 0.224 124 6.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHE, LLC CIK 0001910179 0.736 57 5.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 4.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Nebraska Trust Co CIK 2134841 0.657 231 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MPC). Qtrs Held counts distinct quarters this fund has actually held MPC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MPC position size. Δ columns are the percentage-point change in MPC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status